Latest Institutional Purchases of Salesforce, Inc. (CRM)
This list provides information on the latest institutional transactions involving Salesforce, Inc. (CRM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
3KNew |
$432K - $574K
|
3K
$966K
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
2.7K+ 3.35% |
$389K - $517K
|
83.4K
$26.8M
|
|
|
Oct 28, 2022
Q3 2022
|
Alta Advisers LTD
|
BUY
|
- |
2.7KNew |
$388K - $516K
|
2.7K
$869K
|
|
|
Oct 26, 2022
Q3 2022
|
Belvedere Trading LLC
|
BUY
|
PUT |
2.7K+ 17.88% |
$388K - $516K
|
17.8K
$5.73M
|
|
|
Nov 09, 2022
Q3 2022
|
Ddd Partners, LLC
|
BUY
|
- |
2.08KNew |
$299K - $398K
|
2.08K
$670K
|
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
1.93K+ 31.24% |
$277K - $368K
|
8.09K
$2.6M
|
|
|
Nov 09, 2022
Q3 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
1.83KNew |
$263K - $349K
|
1.83K
$588K
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
1.68K+ 7.65% |
$242K - $322K
|
23.7K
$7.63M
|
|
|
Nov 14, 2022
Q3 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
1.47KNew |
$211K - $280K
|
1.47K
$472K
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
1.4K+ 8.41% |
$202K - $269K
|
18.1K
$5.83M
|
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
1.28K+ 87.01% |
$184K - $245K
|
2.75K
$885K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
990New |
$142K - $189K
|
990
$319K
|
|
|
Oct 21, 2022
Q3 2022
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
853New |
$123K - $163K
|
853
$275K
|
|
|
Nov 14, 2022
Q3 2022
|
H. L. Ormond & Company, LLC
Greenville, NC |
BUY
|
- |
832+ 53.23% |
$120K - $159K
|
2.4K
$771K
|
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
822+ 0.67% |
$118K - $157K
|
124K
$39.9M
|
|
|
Nov 07, 2022
Q3 2022
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
740New |
$106K - $142K
|
740
$238K
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
571New |
$82.1K - $109K
|
571
$184K
|
|
|
Nov 14, 2022
Q3 2022
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
563New |
$81K - $108K
|
563
$181K
|
|
|
Nov 09, 2022
Q3 2022
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
535+ 29.9% |
$77K - $102K
|
2.32K
$748K
|
|
|
Nov 14, 2022
Q3 2022
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
BUY
|
- |
500New |
$71.9K - $95.6K
|
500
$161K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
452New |
$65K - $86.5K
|
452
$146K
|
|
|
Nov 07, 2022
Q3 2022
|
Freemont Management S.A.
|
BUY
|
- |
444+ 49.44% |
$63.9K - $84.9K
|
1.34K
$432K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
406+ 9.65% |
$58.4K - $77.7K
|
4.61K
$1.49M
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
330+ 1.15% |
$47.5K - $63.1K
|
28.9K
$9.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
322+ 22.13% |
$46.3K - $61.6K
|
1.78K
$572K
|
|
|
Feb 27, 2023
Q3 2022
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
280+ 0.92% |
$40.3K - $53.6K
|
30.7K
$9.87M
|
|
|
Oct 26, 2022
Q3 2022
|
Belvedere Trading LLC
|
BUY
|
- |
253+ 290.8% |
$36.4K - $48.4K
|
340
$109K
|
|
|
Oct 18, 2022
Q3 2022
|
Corundum Group, Inc.
|
BUY
|
- |
191+ 4.43% |
$27.5K - $36.5K
|
4.5K
$1.45M
|
|
|
Nov 01, 2022
Q3 2022
|
Chapman Investment Management, LLC
|
BUY
|
- |
169+ 0.99% |
$24.3K - $32.3K
|
17.3K
$5.57M
|
|
|
Oct 27, 2022
Q3 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
167+ 506.06% |
$24K - $31.9K
|
200
$64.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Resolute Advisors LLC
|
BUY
|
- |
151+ 146.6% |
$21.7K - $28.9K
|
254
$81.8K
|
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
103New |
$14.8K - $19.7K
|
103
$33.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
CALL |
100New |
$14.4K - $19.1K
|
100
$32.2K
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
100New |
$14.4K - $19.1K
|
100
$32.2K
|
|
|
Oct 19, 2022
Q3 2022
|
Rockland Trust CO
|
BUY
|
- |
100+ 6.9% |
$14.4K - $19.1K
|
1.55K
$499K
|
|
|
Oct 14, 2022
Q3 2022
|
Toth Financial Advisory Corp
|
BUY
|
CALL |
100New |
$14.4K - $19.1K
|
100
$32.2K
|
|
|
Oct 07, 2022
Q3 2022
|
American Research & Management Co.
|
BUY
|
- |
73+ 182.5% |
$10.5K - $14K
|
113
$36.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
60New |
$8.63K - $11.5K
|
60
$19.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
45+ 1.65% |
$6.47K - $8.61K
|
2.77K
$892K
|
|
|
Nov 08, 2022
Q3 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
42New |
$6.04K - $8.03K
|
42
$13.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
20+ 1.28% |
$2.88K - $3.83K
|
1.58K
$509K
|
|
|
Oct 24, 2022
Q3 2022
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
6+ 0.21% |
$863 - $1.15K
|
2.88K
$926K
|
|
|
Nov 03, 2022
Q3 2022
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
4+ 12.12% |
$575 - $765
|
37
$11.9K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Candlestick Capital Management LP
Greenwich, CT |
BUY
|
CALL |
250KNew |
$38.9M - $54.7M
|
250K
$80.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
PUT |
77.7KNew |
$12.1M - $17M
|
77.7K
$25M
|
|
|
Aug 15, 2022
Q2 2022
|
Skye Global Management LP
West Palm Beach, FL |
BUY
|
- |
45K+ 42.45% |
$7M - $9.85M
|
151K
$48.6M
|
|
|
Aug 12, 2022
Q2 2022
|
Lee Capital Holdings LLC
New York, NY |
BUY
|
- |
34.3KNew |
$5.34M - $7.51M
|
34.3K
$11.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Brant Point Investment Management LLC
New York, NY |
BUY
|
- |
32.2KNew |
$5.01M - $7.05M
|
32.2K
$10.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Ao Asset Management, LP
New York, NY |
BUY
|
- |
26.8KNew |
$4.17M - $5.87M
|
26.8K
$8.63M
|
|
|
Aug 15, 2022
Q2 2022
|
Summit Partners Public Asset Management, LLC
Boston, MA |
BUY
|
- |
25.3K+ 11.87% |
$3.93M - $5.53M
|
238K
$76.6M
|
|